Replacing your ERP isn’t just a technology decision. It’s a people decision.
One of the biggest reasons ERP projects struggle isn’t because the software lacks functionality. It’s because employees find the new system difficult to learn, frustrating to navigate or too different from the way they already work.
That’s why user experience matters.
Microsoft Dynamics 365 Business Central was designed to help users get comfortable quickly. Built within the Microsoft ecosystem, it combines familiar navigation with role-based workspaces, intelligent search and self-service personalization to help employees spend less time figuring out the software and more time doing their jobs.
In this first installment of our Business Central Demo Series, we’ll explore three capabilities that help make that possible:
- Intuitive navigation and built-in data analysis
- Personalized workspaces for every role
- Intelligent search that helps users find information in seconds
Whether you’re evaluating cloud ERP for the first time or planning to move off Dynamics GP, NAV, or another legacy ERP solution, these demonstrations show how Business Central helps organizations improve ERP user adoption from day one.
Navigate Business Central with confidence
The first five minutes in a new ERP matter.
If users immediately feel lost, adoption becomes an uphill battle. Employees shouldn’t need weeks of training just to find a customer, review an invoice or answer a simple question.
Business Central takes a different approach.
Instead of overwhelming users with menus and modules, the system presents role-based dashboards that surface the information each employee needs most. Finance leaders see financial KPIs, operations teams see operational data and users can drill into records with just a few clicks.
Business Central also includes Analyze Mode, which allows users to explore live ERP data without exporting information into Excel every time leadership asks a new question.
Watch the demo below to see how Business Central helps users navigate the system, drill into information and analyze live business data.
Why it matters
Faster navigation means employees spend less time searching for information and more time making decisions. Analyze Mode also helps keep reporting inside your ERP, reducing unnecessary spreadsheet exports while maintaining stronger data governance. [CB2] [KH3]
Key takeaways
- Role-based dashboards highlight the information users need most.
- Drill-down navigation makes it easy to move from summary data into detailed records.
- Analyze Mode provides Excel-like analysis without leaving Business Central.
- Users can explore live business data while maintaining security and data integrity.
Personalize the workspace without custom development
No two employees work exactly the same way.
An accounts payable specialist doesn’t need the same workspace as a sales manager, and even employees in similar roles often have different preferences for how they interact with their ERP.
Business Central allows users to personalize their own workspace without writing code or requiring IT assistance. Users can rearrange pages, move frequently used actions, hide fields they don’t need, and tailor their experience to match the way they work.
Organizations can also standardize layouts by role, giving departments a consistent experience while still allowing the flexibility users expect from modern business applications.
Watch the demo below to see how easy it is to personalize Business Central for individual users and entire teams.
Business benefit
Better user experiences lead to faster user adoption. Because personalization isn’t the same as customization, organizations can improve usability without creating additional maintenance during future Microsoft updates.
What you’ll learn
- How users personalize their own workspace
- The difference between personalization and customization
- How organizations can standardize layouts for specific roles
- Why personalized workspaces improve user adoption
Find information in seconds
Most ERP systems don’t have a data problem.
They have a navigation problem.
The information exists somewhere. Employees just waste valuable time trying to find it.
Business Central’s intelligent search helps users quickly locate reports, customers, vendors, invoices, transactions and other records from one place. Instead of remembering exactly where something lives, users simply search for it.
The platform also makes it easy to bookmark frequently used reports, trace related transactions using Find Entries and send customer documents directly from Business Central.
These may sound like small improvements, but together they eliminate hundreds of tiny interruptions that slow employees down throughout the workday.
Watch the demo below to see how Business Central helps users quickly find information and complete common tasks.
Why it matters
Every minute employees spend searching through menus is a minute they’re not serving customers, closing the books or moving work forward. Intelligent search helps reduce those interruptions so people can stay focused on higher-value work.
In this demo you’ll see
- Universal search across Business Central
- Finding reports and bookmarking favorites
- Searching customers, vendors, invoices and transactions
- Using Find Entries to trace activity across the ERP
- Sending documents directly from Business Central
Successful ERP projects start with user adoption
When organizations evaluate ERP software, conversations often focus on features, licensing or implementation timelines.
Those things matter, but they aren’t what employees experience every day.
Employees remember whether they can find what they need, complete their work efficiently and feel confident using the system. Those everyday experiences have a direct impact on productivity, change management and the overall success of an ERP implementation.
Business Central was built with that reality in mind. By making navigation intuitive, personalizing the user experience and simplifying how people find information, organizations can help users become productive faster while reducing the friction that often accompanies ERP change.
Still running Microsoft Dynamics GP?
If you’re using Microsoft Dynamics GP and beginning to think about what’s next, a migration doesn’t have to start with a major project.
Our free GP to Business Central assessment tool helps you better understand your current GP environment, identify customizations and ISVs that may impact your migration and provide recommendations to help you plan your next steps.
Whether you’re simply exploring your options or actively building a migration roadmap, it’s a practical way to take your first step toward the cloud.
Plan your move with certainty, not guesswork.
Every business starts from a different place
Some organizations are replacing Dynamics GP.
Others have outgrown QuickBooks.
Some are struggling with disconnected systems or manual processes.
Others simply want to understand whether Business Central is the right next step.
Wherever you are in your ERP journey, our role isn’t to sell software. It’s to help you make the right decision for your business.
Our team combines deep industry experience, proven implementation methodologies and practical business consulting to help organizations modernize with confidence and achieve meaningful business outcomes.
Is Business Central right for you?
If Business Central is the right fit, we’ll help you get there. If it isn’t, we’ll tell you that too.
Continue the Business Central demo series
- Getting started with Business Central: navigation, personalization, & search (you’re here)
- See how Business Central works inside Outlook, Teams, and Excel (coming soon)
- How Business Central simplifies reporting, Power BI, and automation (coming soon)
- From AI assistant to AI teammates: Business Central Copilot and AI agents (coming soon)
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
